The Investor Coaching Show with Paul Winkler

The Market comes crumbling down, China leverages our debt against us, and the government confiscates your IRA. Today, Paul and Michael debunk some of the most common fears investors have right now. Later in the show, Michael brings up a risky investment that is trapping younger investors.

Have a puzzling investing question? A complicated financial issue? Want to try to stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: paulwinkler.com/question.

The largest fund companies own much of corporate America and get voting rights. Today, Paul and Jim talk about a Morningstar article “3 Solutions for Index-Fund Voting,” which covers potential solutions as fund companies grow and own more shares. Listen along to hear how changes to these voting rights could affect the fund companies and what Paul thinks should happen. 

Have a puzzling investing question? A complicated financial issue? Want to try to stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: paulwinkler.com/question.

Paul Winkler and Jim Wood answer a listener who asks: Did the stimulus money cause a short-term market increase? Listen along to hear why Paul is not concerned about an overpriced market and how this money affected the economy. Later in the show, Paul and Jim talk financial disclosures and why smart people do dumb things. 

Have a puzzling investing question? A complicated financial issue? Want to try to stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: paulwinkler.com/question.

Meme stocks, Crypto, and Non-fungible assets, oh my! There are plenty of trendy investment opportunities that investors get bombarded with every day. Today, Paul and Ira take a question from a listener who wants to know how much exposure the PWI portfolio has of Meme Stocks. Listen along to hear the answer and why it is crucial to have an investment coach in a world of flashy investment products that get 24-hour news coverage.

Paul and Ira break down the TSP Funds, how to understand them, how they’re performing, and how you should invest in them. Listen along to hear what common mistakes people make when investing in a Thrift Savings Plan and how to overcome them. Later in the episode, Paul talks about private investment vs. public investment.

Today, Paul answers a listener’s question: Where would you put a large sum of money to ensure that it has good growth? Listen along to hear how Paul approaches this question and how to understand how time and risk factor into the question. Later in the show, Paul talks about a client who brought in an annuity and was trying to figure out what he  could do with it.

The term investor gets thrown around all the time in the financial world. Paul and Ira talk about the difference between bettors, traders, and investors. Listen along to hear what an investor really is and common areas investors engage in speculation not investing without realizing it.

Paul covers an idea the media has been harping on lately: How Rich People Aren’t Paying Taxes. Listen along to hear how the media describes billionaires avoiding taxes, what is actually happening, and how policies designed to target the rich could hurt all investors. Later in the show, Paul talks about thirteen predictions from the past about the future that were dead wrong.

Paul talks about an article which highlights social security trends after COVID. Listen along to hear how the time you file has a major impact on the amount of benefit you receive and why fear of social security going away leads investors to make hasty decisions. Later in the show, Paul talks about an upcoming webinar called: 4 Keys to Retirement Tax Planning. 

Have a puzzling investing question? A complicated financial issue? Want to try and stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: paulwinkler.com/question.

The typical investor invests in a company based on its value and profits. Today, Paul talks about momentum investing—where people invest in companies based on whether their prices are going up or down. Listen along to hear how the financial media frames the value of a company in a way that contradicts its true value. Later in the show, Paul addresses a MarketWatch article called: Is Fed “tightening cycle” already happening?